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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
54 hedge funds and large institutions have $143M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
6% more funds holding
Funds holding: 51 → 54 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.7% less ownership
Funds ownership: 49.84% → 45.14% (-4.7%)
8% less capital invested
Capital invested by funds: $155M → $143M (-$12.1M)
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.64M |
| 2 |
WF
Welch & Forbes
Boston,
Massachusetts
|
+$3.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
| 4 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
|
+$970K |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
+$363K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
51
Steward Partners Investment Advisory
New York
| $14K | +$13.5K | +680 | New |
|
|
APWA
52
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $11K | – | – | – |
|
|
ADL
53
Asset Dedication LLC
San Francisco,
California
| $11K | +$11.1K | +558 | New |
|
|
GWM
54
Geneos Wealth Management
Englewood,
Colorado
| $9K | – | – | – |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
56
Citadel Advisors
Miami,
Florida
| – | -$3.3M | -170,307 | Closed |
|
|
OMC
57
Old Mission Capital
Chicago,
Illinois
| – | -$1.17M | -60,133 | Closed |
|
|
RFC
58
Regions Financial Corp
Birmingham,
Alabama
| – | -$228K | -11,790 | Closed |
|
|
FFA
59
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$25K | -1,300 | Closed |
|
|
BFEC
60
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$22K | -1,152 | Closed |
|